Blog Post Test Grid

How To Respond When Clients Say “No” To Providing Referrals
04-29-2021
One prospecting objection financial advisors stumble on is if a client straight up says "no" to providing referrals. Here's how to handle it.
Cold Calling Strategies for Prospecting
Smile And Dial: Cold Calling Strategies For Prospecting
03-26-2021
As a young financial advisor, many of my best prospects and clients came through cold calling. Learn how you can use cold calling for prospecting too.
Calling referrals and prospects
Calling Referrals? Be Prepared To Overcome Three Objections
02-26-2021
Calling referrals and prospects? Here's why you need to go through three objections if you want to successfully book the meeting.
Three Dealbreaks That Spoil Fact Finding Meetings
Three Deal Breakers That Spoil Fact-Finding Meetings
02-04-2021
While there are many aspects to conducting masterful fact-finding meetings, equally as important is avoiding the deal breakers that spoil them.
Financial Planning Checklist
The Financial Planning Checklist: A Powerful Financial Planning Tool
01-19-2021
The financial planning checklist makes planning more understandable for clients, but also keeps you on track with the most important aspects of your plan.